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How to rename, remove or add a status

How to make Zigaflow reflect your business and business language by editing statuses and workflows

Each module in Zigaflow has a minimum of one workflow, which consists of multiple statuses, for example:

Status filter list with checked, color-coded workflow statuses from Draft through Site Survey To Book, Sent and Completed

Zigaflow has plenty of 'spare' statuses in each module, which you can rename, set to a specific colour, allow the data to be editable, and move to any position in the workflow.

Note that creating a new Quotation, Job/Sales Order, etc., it will always start in the default status. You can use an automation to move it to a different one automatically.

The Leads module works in different way.

Open the workflow settings

1. Click on the Cog

Dashboard top toolbar with the settings cog icon highlighted, next to notifications, above the Recently Created Jobs panel

2. Click "Workflows & Statuses"

Settings menu list with the Workflows & Statuses option highlighted at the bottom, below Team Settings

3. Click on the module to edit

Workflow settings module list with Delivery Notes highlighted, below Leads, Projects, Quotations and Jobs

4. Click "Edit"

Delivery Note Statuses table listing Draft, Picked, Invoiced and more, with the Edit button highlighted at top right

Edit a status

5. Change the description of a status

Delivery Note Statuses table in Workflows & Statuses, with the CUSTOM3 Name field highlighted for entering a new status name

6. Make it visible (or not visible depending on your requirements

Delivery Note Statuses table with the Show checkbox highlighted for the CUSTOM3 status renamed On Hold

7. Optionally, make data editable in this status

Status settings table with the Editable checkbox highlighted for the CUSTOM3 status renamed On Hold, with Show already ticked

8. Click "Save Changes"

Status settings table with Colour, Note, Show, Editable and Is Default columns, with the Save Changes button highlighted

Change the status order

9. Drag-and-drop the status to the required place in the sequence

Delivery Notes status list with the drag handle beside On Hold highlighted for reordering the status sequence
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